Filed March 21, 2002 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST FINANCIAL PARTNERS Service code 27 4208 SIX FORKS RD · RALEIGH, NC 27609 | Advisory (Plan) | $64,763 |
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $33,967 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Float revenue; Securities brokerage c... | $32 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,397 | $56,152+347.7% | $185,876+35.2% | $73,415+242.4% |
| Participation rate | 97.6% | 67.6%+30.0pp | 78.0%+19.5pp | 72.2%+25.4pp |
| Annual return | 16.23% | 17.59%-1.4pp | 35.96%-19.7pp | 59.30%-43.1pp |
| Employer contribution / active EE | $6,794 | $1,532+343.5% | $4,088+66.2% | $2,234+204.1% |
| Participant deferral / active EE | $11,121 | $3,659+203.9% | $5,634+97.4% | $3,806+192.2% |
| Admin fee / account holder | $101 | $132-23.3% | $9,504-98.9% | $158-35.8% |